Client Service Associate - Level 2

IDEX Consulting Ltd.; Aberdeen City; On-site; GBP 28,000 - 36,000; Full time

Job summary

IDEX Consulting Ltd. is assisting an established wealth management business in Aberdeen to recruit a Client Services Associate who will support Financial Advisers and deliver a high-quality service to clients.

You will process new business and client requests, support reviews, maintain records in Xplan, and collaborate with Advisers and internal teams to ensure an excellent client experience. Prior wealth management or Adviser support experience is preferred.

Qualifications

• Previous experience in wealth management or Adviser support
• Knowledge of pensions and investment products
• Strong organisation, communication and attention to detail
• Xplan experience is advantageous
• CII Level 4 qualification or working towards it

Responsibilities

• Process new business, investments, withdrawals, switches and rebalances
• Support client reviews and ongoing servicing
• Manage client queries and maintain accurate records within Xplan
• Work closely with Advisers and internal teams to ensure excellent client experience

Skills

Wealth management experience

Client servicing

Attention to detail

Communication

Education

CII Level 4 qualification

Tools

Xplan experience

Job description

We are recruiting for a Client Services Associate to join an established wealth management business, supporting Financial Advisers and delivering a high-quality service to clients.

The Role

• Process new business, investments, withdrawals, switches and rebalances
• Support client reviews and ongoing servicing
• Manage client queries and maintain accurate records within Xplan
• Work closely with Advisers and internal teams to ensure excellent client experience

About You

• Previous experience in wealth management, financial planning administration or Adviser support
• Good knowledge of pensions and investment products
• Strong organisation, communication and attention to detail
• Xplan experience is advantageous
• CII level 4 qualified or working towards the qualification would be beneficial

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.